Civic Intelligence

Oak Farm School Inc.

990 • Fiscal year 2015 • EIN 35-2089006

Sep 01, 2014 to Aug 31, 2015 • Filed on Jul 15, 2016

Organization ProfileWWW.OAKFARM.ORG

View Organization Page

502 Lemper RoadAvilla, IN 46710

(260) 897-4270

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

23rd percentile

0.04x

Higher debt load relative to assets than 23% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

31st percentile

0.12x

Higher debt load relative to revenue than 31% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Net Margin

78th percentile

19%

Higher net margin than 78% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Top Officer Pay

35th percentile

$132,820

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 2.6% of source-year revenue.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Asset Growth

63rd percentile

4.6%

Faster asset growth than 63% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Revenue Growth

84th percentile

28%

Faster revenue growth than 84% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Up

$14,045,025

Up $622,681 (+4.6%) from 2014

Net Assets

Up

$13,450,443

Up $811,409 (+6.4%) from 2014

Liabilities

Down

$594,582

Down $188,728 (-24%) from 2014

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin78th percentile

Revenue

Up

$5,158,577

Up $1,112,977 (+28%) from 2014

Expenses

Up

$4,190,426

Up $359,656 (+9.4%) from 2014

Net Income

Up

$968,151

Up $753,321 (+351%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$60M$40M$20M$0Assets 2010: $9,734,467Liabilities 2010: $1,795,624Net Assets 2010: $7,938,8432010Assets 2011: $10,085,444Liabilities 2011: $1,595,484Net Assets 2011: $8,489,9602011Assets 2012: $12,030,048Liabilities 2012: $1,560,339Net Assets 2012: $10,469,7092012Assets 2013: $13,491,126Liabilities 2013: $1,255,995Net Assets 2013: $12,235,1312013Assets 2014: $13,422,344Liabilities 2014: $783,310Net Assets 2014: $12,639,0342014Assets 2015: $14,045,025Liabilities 2015: $594,582Net Assets 2015: $13,450,4432015Assets 2016: $14,588,902Liabilities 2016: $627,805Net Assets 2016: $13,961,0972016Assets 2017: $15,431,680Liabilities 2017: $1,115,570Net Assets 2017: $14,316,1102017Assets 2018: $28,275,549Liabilities 2018: $4,518,724Net Assets 2018: $23,756,8252018Assets 2019: $26,393,582Liabilities 2019: $3,274,073Net Assets 2019: $23,119,5092019Assets 2020: $25,502,910Liabilities 2020: $1,922,038Net Assets 2020: $23,580,8722020Assets 2021: $26,356,415Liabilities 2021: $2,495,052Net Assets 2021: $23,861,3632021Assets 2022: $30,325,105Liabilities 2022: $2,342,720Net Assets 2022: $27,982,3852022Assets 2023: $37,574,890Liabilities 2023: $3,149,820Net Assets 2023: $34,425,0702023Assets 2024: $46,472,189Liabilities 2024: $5,193,656Net Assets 2024: $41,278,5332024Assets 2025: $52,082,315Liabilities 2025: $10,806,667Net Assets 2025: $41,275,6482025

Highlighted filing

2015

Assets$14,045,025
Liabilities$594,582
Net Assets$13,450,443
Open 2015 Filing

Operations Trend

Revenue Growth84th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$15M$10M$5.0M$0-$5.0MExpenses 2010: $3,167,5972010Expenses 2011: $3,512,2472011Expenses 2012: $3,911,6632012Expenses 2013: $4,129,3782013Revenue 2014: $4,045,600Expenses 2014: $3,830,770Net Income 2014: $214,8302014Revenue 2015: $5,158,577Expenses 2015: $4,190,426Net Income 2015: $968,1512015Revenue 2016: $4,081,092Expenses 2016: $4,365,620Net Income 2016: -$284,5282016Revenue 2017: $4,815,799Expenses 2017: $4,623,806Net Income 2017: $191,9932017Revenue 2018: $14,450,645Expenses 2018: $5,116,842Net Income 2018: $9,333,8032018Revenue 2019: $5,026,090Expenses 2019: $5,525,956Net Income 2019: -$499,8662019Revenue 2020: $5,950,479Expenses 2020: $5,723,065Net Income 2020: $227,4142020Revenue 2021: $6,046,309Expenses 2021: $6,334,718Net Income 2021: -$288,4092021Revenue 2022: $11,726,261Expenses 2022: $6,912,978Net Income 2022: $4,813,2832022Revenue 2023: $13,815,838Expenses 2023: $7,592,101Net Income 2023: $6,223,7372023Revenue 2024: $14,980,220Expenses 2024: $8,419,172Net Income 2024: $6,561,0482024Revenue 2025: $9,392,760Expenses 2025: $9,422,488Net Income 2025: -$29,7282025

Highlighted filing

2015

Revenue$5,158,577
Expenses$4,190,426
Net Income$968,151
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2014 to Aug 31, 2015
Signed
Jul 15, 2016
Return Version
2014v6.0
Gross Receipts
$5,783,967
Mission and Program Overview

Mission

Oak farm montessori school's mission is to provide a montessori environment that inspires students to reach their potential through meaningful work. Oak farm provides an educational approach that frees the child's potential for self-development. This educational approach also guides each child according to individual capacity and need, permitting self development at a natural pace.

Oak farm school is an independent, co-educational montessori day school for students in early childhood through grade 8.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$10,178,477$10,333,204▲ $154,727
Investments in Publicly Traded Securities$2,456,879$2,943,681▲ $486,802
Savings and Temporary Cash Investments$293,310$426,168▲ $132,858
Cash and Non-Interest-Bearing Accounts$464,972$278,684▼ $186,288
Prepaid Expenses and Deferred Charges$28,706$38,507▲ $9,801
Accounts Receivable$0$24,781▲ $24,781
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$13,422,344$14,045,025▲ $622,681
Other Assets Total$0$0→ $0
Liabilities
Deferred Revenue$374,363$407,922▲ $33,559
Tax Exempt Bond Liabilities$325,000$0▼ $325,000
Accounts Payable and Accrued Expenses$83,947$186,660▲ $102,713
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Escrow Account Liability$0$0→ $0
Total Liabilities$783,310$594,582▼ $188,728
Net Assets / Fund Balance
Unrestricted Net Assets$12,639,034$13,450,443▲ $811,409
Permanently Rstr Net Assets$0$0→ $0
Temporarily Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$12,639,034$13,450,443▲ $811,409
Total Liabilities and Net Assets / Fund Balance$13,422,344$14,045,025▲ $622,681

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$9,164,954$2,510,121$11,675,075
Other Land Buildings$719,373$403,057$1,122,430
Land$398,050-$398,050
Equipment$50,827$167,826$218,653
Compensation and Service Providers
Top Officer Pay35th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MEGAN O'SULLIVANHead of SchoolFT$127,098$5,722$132,820
Lauren MoyerCFOFT$73,867$5,722$79,589

Board Members and Trustees

NameTitle
Erica DekkoBoard President
Michael AxelBoard Vice President
Kristen MulhollandBoard Secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$3,360,220
Program Service Revenue
$1,688,509
Investment Income
$105,890
Other Revenue
$3,958
All Other Contributions
$3,272,490
Change in Net Assets
$968,151

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,384,716
Revenue Not Reported on Financial Statements
$773,861
Revenue Not Reported on Form 990
$-121,584
Other Revenue Adjustments
$773,861
Total Revenue per Audited Statements
$4,263,132
Total Revenue per Form 990
$5,158,577
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,181,920
Other Expenses$1,244,618
Grants and Similar Amounts Paid$763,888
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,299,830$376,757-$1,676,587
Grants to Domestic Individuals$763,888--$763,888
Depreciation Depletion$282,031$109,679-$391,710
Occupancy$275,216$47,637-$322,853
Other Employee Benefits$168,313$68,660-$236,973
Payroll Taxes$97,589$37,951-$135,540
Current Officers, Directors, Trustees, and Key Employees$102,272$30,548-$132,820
Insurance$30,467$11,848-$42,315
Office Expenses$11,263$18,243-$29,506
Travel$23,572$2,619-$26,191
Information Technology$18,076$7,030-$25,106
Advertising$12,036$3,515-$15,551
Fees for Services Other$9,057--$9,057
Fees for Services Accounting-$6,621-$6,621
Interest$363--$363
Other Expenses$50,654$250-$250
Total Functional Expenses$3,467,913$722,513$0$4,190,426

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$4,190,426
Total Expenses per Audited Statements$3,451,723
Expenses per Audited Statements$3,416,565
Expenses Not Reported on Financial Statements$773,861
Other Expense Adjustments$773,861
Expenses Not Reported on Form 990$35,158
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$39,116
Fundraising Direct Expenses$35,158
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Fund$14,140---
Gala$83,816$10,226$18,048$-7,822
Total Events$126,846$39,116$35,158$3,958
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Erica dekko and michael axel have a business relationship.”

Form 990, Part VI, Section A, Line 8B

“The committees are not authorized to act on behalf of the board. They are advisory committees only.”

Form 990, Part VI, Section B, Line 11B

“The chief financial officer and an independent cpa firm perform a thorough review of the form 990 and related schedules. The form 990 is supplied to the board and they are given three weeks to review the form. After the board approves the return, it is submitted to the irs.”

Form 990, Part VI, Section B, Line 12C

“An annual conflict of interest questionnaire is sent to board members. The chief financial officer reviews the annual board of directors questionnaires and contacts the board president if there are any issues with the responses. Materiality and the manner of dealing with the conflict are determined by the president.”

Form 990, Part VI, Section B, Line 15A

“The executive compensation policy includes a Comparability Study which pulls information from compensation surveys from Independent School Management, National American Montessori Teachers Association, and American Montessori Society. The review is performed by the executive committee of the Board of Directors.”

Form 990, Part VI, Section C, Line 19

“Governing documents, conflict of interest statements, and financial statements are all available upon request.”

Filing and Contact Details

Filer

Filer Name
Oak Farm School Inc
EIN
35-2089006
In Care Of
% LAUREN MOYER
Phone
2608974270
Address
502 LEMPER ROAD, AVILLA, IN 46710

Signing Officer

Name
Lauren Moyer
Title
CFO
Phone
2608974270
Signed
2016-07-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Erica Dekko
Formed
1999
Legal Domicile
In
Voting Board Members
3
Independent Board Members
3
Employees
57
Volunteers
82

Preparer

Firm
Bkd Llp
Address
200 E Main St Suite 700, Fort Wayne, IN 46802
Preparer
Joyce A Dulworth
Phone
2604604000
Supplemental Narrative

Financial Statement Notes

Schedule D Parts XI & XII

“Line 2d Special Events Reclass $35,158 Line 4b: Scholarships $507,864 TuItion Discounts $265,997 Total $773,861”

Raw XML AppendixShowing 400 of 528 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt083947
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0186660
IRS990/AccountsReceivableGrp/BOYAmt00
IRS990/AccountsReceivableGrp/EOYAmt024781
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0OAK FARM SCHOOL IS AN INDEPENDENT, CO-EDUCATIONAL MONTESSORI DAY SCHOOL FOR STUDENTS IN EARLY CHILDHOOD THROUGH GRADE 8.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt03515
IRS990/AdvertisingGrp/ProgramServicesAmt012036
IRS990/AdvertisingGrp/TotalAmt015551
IRS990/AllOtherContributionsAmt03272490
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0LAUREN MOYER
IRS990/BooksInCareOfDetail/PhoneNum02608974270
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0502 LEMPER ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0AVILLA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd046710
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0464972
IRS990/CashNonInterestBearingGrp/EOYAmt0278684
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt030548
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0102272
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0132820
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContriRptFundraisingEventAmt087730
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt03360220
IRS990/CYGrantsAndSimilarPaidAmt0763888
IRS990/CYInvestmentIncomeAmt0105890
IRS990/CYOtherExpensesAmt01244618
IRS990/CYOtherRevenueAmt03958
IRS990/CYProgramServiceRevenueAmt01688509
IRS990/CYRevenuesLessExpensesAmt0968151
IRS990/CYSalariesCompEmpBnftPaidAmt02181920
IRS990/CYTotalExpensesAmt04190426
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt05158577
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt0374363
IRS990/DeferredRevenueGrp/EOYAmt0407922
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0109679
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0282031
IRS990/DepreciationDepletionGrp/TotalAmt0391710
IRS990/Desc0OAK FARM OFFERS MONTESSORI EDUCATION FOR CHILDREN AGED 6 WEEKS TO 8TH GRADE. ENROLLMENT FOR THE 2014-2015 YEAR WAS 244. OAK FARM IS COMMITTED TO TEACHING STUDENTS THE SKILLS THEY WILL NEED TO SUCCEED IN THE REAL WORLD AND ENABLE THEM TO ADAPT TO AN EVER-CHANGING SOCIETY.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt057
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/EscrowAccountLiabilityGrp/EOYAmt00
IRS990/ExpenseAmt03467913
IRS990/FamilyOrBusinessRlnInd0true
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt06621
IRS990/FeesForServicesAccountingGrp/TotalAmt06621
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt09057
IRS990/FeesForServicesOtherGrp/TotalAmt09057
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt340.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt440.0
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt35722
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt45722
IRS990/Form990PartVIISectionAGrp/PersonNm0ERICA DEKKO
IRS990/Form990PartVIISectionAGrp/PersonNm1KRISTEN MULHOLLAND
IRS990/Form990PartVIISectionAGrp/PersonNm2MICHAEL AXEL
IRS990/Form990PartVIISectionAGrp/PersonNm3LAUREN MOYER
IRS990/Form990PartVIISectionAGrp/PersonNm4MEGAN O'SULLIVAN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt373867
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt4127098
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt4HEAD OF SCHOOL
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01999
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingAmt087730
IRS990/FundraisingDirectExpensesAmt035158
IRS990/FundraisingGrossIncomeAmt039116
IRS990/GainOrLossGrp/OtherAmt0323
IRS990/GainOrLossGrp/SecuritiesAmt0-5853
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantAmt0763888
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0763888
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0763888
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0true
IRS990/GrossAmountSalesAssetsGrp/OtherAmt0750
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0583952
IRS990/GrossReceiptsAmt05783967
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt03
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt07030
IRS990/InformationTechnologyGrp/ProgramServicesAmt018076
IRS990/InformationTechnologyGrp/TotalAmt025106
IRS990/InsuranceGrp/ManagementAndGeneralAmt011848
IRS990/InsuranceGrp/ProgramServicesAmt030467
IRS990/InsuranceGrp/TotalAmt042315
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/ProgramServicesAmt0363
IRS990/InterestGrp/TotalAmt0363
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0111420
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0111420
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02456879
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02943681
IRS990/IRPDocumentCnt013
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt03081004
IRS990/LandBldgEquipBasisNetGrp/BOYAmt010178477
IRS990/LandBldgEquipBasisNetGrp/EOYAmt010333204
IRS990/LandBldgEquipCostOrOtherBssAmt013414208
IRS990/LegalDomicileStateCd0IN
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt0427
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0589805
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0OAK FARM MONTESSORI SCHOOL'S MISSION IS TO PROVIDE A MONTESSORI ENVIRONMENT THAT INSPIRES CHILDREN TO REACH THEIR POTENTIAL THROUGH MEANINGFUL WORK. OAK FARM PROVIDES AN EDUCATIONAL APPROACH THAT FREES THE CHILD'S POTENTIAL FOR SELF-DEVELOPMENT. THIS EDUCATIONAL APPROACH ALSO GUIDES EACH CHILD ACCORDING TO INDIVIDUAL CAPACITY AND NEED, PERMITTING SELF-DEVELOPMENT AT A NATURAL PACE.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt012639034
IRS990/NetAssetsOrFundBalancesEOYAmt013450443
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-5853
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0323
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-5530
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt03958
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt03958
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-156742
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt047637
IRS990/OccupancyGrp/ProgramServicesAmt0275216
IRS990/OccupancyGrp/TotalAmt0322853
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt018243
IRS990/OfficeExpensesGrp/ProgramServicesAmt011263
IRS990/OfficeExpensesGrp/TotalAmt029506
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt068660
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0168313
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0236973
IRS990/OtherExpensesGrp/Desc0CLASS CURRICULUM & SUPPLIES
IRS990/OtherExpensesGrp/Desc1TEACHER TRAINING CENTER
IRS990/OtherExpensesGrp/Desc2ACCREDITATION
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01155
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1250
IRS990/OtherExpensesGrp/ProgramServicesAmt0323286
IRS990/OtherExpensesGrp/ProgramServicesAmt150654
IRS990/OtherExpensesGrp/TotalAmt0324441
IRS990/OtherExpensesGrp/TotalAmt150654
IRS990/OtherExpensesGrp/TotalAmt2250
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0376757
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01299830
IRS990/OtherSalariesAndWagesGrp/TotalAmt01676587
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt037951
IRS990/PayrollTaxesGrp/ProgramServicesAmt097589
IRS990/PayrollTaxesGrp/TotalAmt0135540
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt00
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt028706
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt038507
IRS990/PrincipalOfficerNm0ERICA DEKKO
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/BusinessCd1611710
IRS990/ProgramServiceRevenueGrp/BusinessCd2611710
IRS990/ProgramServiceRevenueGrp/BusinessCd3611710
IRS990/ProgramServiceRevenueGrp/BusinessCd4611710
IRS990/ProgramServiceRevenueGrp/Desc0TUITION
IRS990/ProgramServiceRevenueGrp/Desc1REGISTRATION FEES
IRS990/ProgramServiceRevenueGrp/Desc2PROGRAM FEES
IRS990/ProgramServiceRevenueGrp/Desc3LUNCH PROGRAM
IRS990/ProgramServiceRevenueGrp/Desc4TUTORING FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01520719
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt116560
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt245970
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt343796
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt48050
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01520719
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt116560
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt245970
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt343796
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt48050
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02461394
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0679273
IRS990/PYInvestmentIncomeAmt087157
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt01138460
IRS990/PYOtherRevenueAmt0-10879
IRS990/PYProgramServiceRevenueAmt01507928
IRS990/PYRevenuesLessExpensesAmt0214830
IRS990/PYSalariesCompEmpBnftPaidAmt02013037
IRS990/PYTotalExpensesAmt03830770
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04045600
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0968151
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt01688832
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0293310
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0426168
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt09164954
IRS990ScheduleD/BuildingsGrp/DepreciationAmt02510121
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt011675075
IRS990ScheduleD/EquipmentGrp/BookValueAmt050827
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0167826
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0218653
IRS990ScheduleD/ExpensesNotReportedAmt035158
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0773861
IRS990ScheduleD/ExpensesSubtotalAmt03416565
IRS990ScheduleD/LandGrp/BookValueAmt0398050
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0398050
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-156742
IRS990ScheduleD/OtherExpensesIncludedAmt035158
IRS990ScheduleD/OtherExpensesNotIncludedAmt0773861
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0719373
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0403057
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt01122430
IRS990ScheduleD/OtherRevenueAmt035158
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0773861
IRS990ScheduleD/RevenueNotReportedAmt0-121584
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0773861
IRS990ScheduleD/RevenueSubtotalAmt04384716
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Line 2d Special Events Reclass $35,158 Line 4b: Scholarships $507,864 TuItion Discounts $265,997 Total $773,861
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D PARTS XI & XII
IRS990ScheduleD/TotalBookValueLandBuildingsAmt010333204
IRS990ScheduleD/TotalExpensesPerForm990Amt04190426
IRS990ScheduleD/TotalRevenuePerForm990Amt05158577
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt04263132
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03451723
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE RACIALLY NONDISCRIMINATORY POLICY IS PUBLICIZED VIA A STATEMENT ON THE SCHOOL'S MARKETING BROCHURES AND WEBSITE.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt087730
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt073590
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt014140
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt035158
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GALA
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0ANNUAL FUND
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt011075
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt011075
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt083816
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt014140

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,045,025
Liabilities
$594,582
Net assets
$13,450,443
Revenue
$5,158,577
Expenses
$4,190,426
Net income
$968,151
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$52.1$10.8$41.3$9.39$9.42$0.03
2024Detailed filing. Detailed filing data is available for this year.$46.5$5.19$41.3$15.0$8.42$6.56
2023Detailed filing. Detailed filing data is available for this year.$37.6$3.15$34.4$13.8$7.59$6.22
2022Detailed filing. Detailed filing data is available for this year.$30.3$2.34$28.0$11.7$6.91$4.81
2021Detailed filing. Detailed filing data is available for this year.$26.4$2.50$23.9$6.05$6.33$0.29
2020Detailed filing. Detailed filing data is available for this year.$25.5$1.92$23.6$5.95$5.72$0.23
2019Detailed filing. Detailed filing data is available for this year.$26.4$3.27$23.1$5.03$5.53$0.50
2018Detailed filing. Detailed filing data is available for this year.$28.3$4.52$23.8$14.5$5.12$9.33
2017Detailed filing. Detailed filing data is available for this year.$15.4$1.12$14.3$4.82$4.62$0.19
2016Detailed filing. Detailed filing data is available for this year.$14.6$0.63$14.0$4.08$4.37$0.28
2015Detailed filing. Detailed filing data is available for this year.$14.0$0.59$13.5$5.16$4.19$0.97
2014Detailed filing. Detailed filing data is available for this year.$13.4$0.78$12.6$4.05$3.83$0.21
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.5$1.26$12.2$4.13
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.0$1.56$10.5$3.91
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.1$1.60$8.49$3.51
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.73$1.80$7.94$3.17